I’ve always considered myself a people’s person; I get my energy from interacting with and helping others. This is what initially drew me to Edward Jones; helping people with their financial needs. I began my career with Edward Jones in 2001. Fostering long-term relationships with my clients is the foundation of my practice. It’s important for me to understand what’s important to my clients because I use an established process to build personalized strategies to help them meet their individual goals. Then I partner with my clients throughout their life to make sure they stay on track.
I partner with senior branch office administrator Michele Hause and branch office administrator Michelle Molina. Michele Hause and I have worked together since 2001. Michelle Molina joined our team in 2019.
In addition to serving my clients, I was named a regional leader in 2018 and a principal in 2021. I am responsible for leading over 55 branch teams in Southeastern Wisconsin.
Prior to joining Edward Jones, I graduated with a BS from the University of Wyoming, where developed my love of the outdoors, especially fly fishing. I also enjoy woodworking and building and maintaining wooden boats. I was a vice president in future services with Goldman Sachs and worked on the floor of the Chicago Board of Trade. I also owned and operated a small business with my wife.
I have been married for over 25 years to my wife, Megan, and we have four grown children; Mike, Margaret, John and Grace. We have lived in Shorewood since 1998. I believe in the importance of giving back to the community. I served two terms as a Shorewood Village Trustee, four years as president of the Business Improvement District and currently serve on the Shorewood Police Commission.
At Edward Jones, we understand your investments go beyond your portfolio. By understanding your unique needs, I can help you define and reach your financial goals. I look forward to starting a conversation with you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Home Improvement
- Outdoor Enthusiast
Office Address2323 E Capitol Drive
Shorewood, WI 53211
Phone NumberMichael Y O'Brien at (414) 963-8727
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More